Latest Institutional Transactions on Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information on the latest institutional transactions involving Ihares Core 1 5 Years Usd Bond (ISTB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-4.81K- 2.71% |
$227K - $235K
|
173K
$8.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-125- 9.36% |
$5.9K - $6.09K
|
1.21K
$57.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-179- 8.1% |
$8.45K - $8.72K
|
2.03K
$96.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.8KNew |
$605K - $625K
|
12.8K
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
4.2K+ 4.19% |
$198K - $205K
|
104K
$4.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
667+ 590.27% |
$31.5K - $32.5K
|
780
$37.2K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
35.2K+ 11.69% |
$1.66M - $1.72M
|
336K
$16M
|
|
|
Oct 15, 2024
Q3 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
6+ 0.11% |
$283 - $292
|
5.36K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
819+ 1.77% |
$38.6K - $39.9K
|
47.2K
$2.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.98K+ 3.48% |
$188K - $194K
|
118K
$5.64M
|
|
|
Oct 15, 2024
Q3 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
291+ 1.14% |
$13.7K - $14.2K
|
25.9K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7.29K+ 3.78% |
$344K - $355K
|
200K
$9.54M
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
15+ 0.31% |
$708 - $731
|
4.91K
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-8.45K- 95.34% |
$399K - $412K
|
413
$19.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.63K- 2.81% |
$313K - $323K
|
229K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-206- 33.07% |
$9.72K - $10K
|
417
$19.9K
|
|
|
Oct 11, 2024
Q3 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
BUY
|
- |
9.27K+ 5.89% |
$437K - $452K
|
167K
$7.95M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-762- 39.54% |
$36K - $37.1K
|
1.17K
$55.5K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.48K+ 1.14% |
$164K - $170K
|
309K
$14.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-2.45K- 33.92% |
$116K - $119K
|
4.77K
$227K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
40+ 0.88% |
$1.89K - $1.95K
|
4.56K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
3K+ 32.59% |
$142K - $146K
|
12.2K
$582K
|
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
2.34K+ 2.1% |
$111K - $114K
|
114K
$5.43M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.03K+ 3.91% |
$237K - $245K
|
134K
$6.37M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
BUY
|
- |
1.1K+ 4.16% |
$52K - $53.7K
|
27.6K
$1.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
29+ 4.78% |
$1.37K - $1.41K
|
636
$30.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
226+ 1.42% |
$10.7K - $11K
|
16.2K
$772K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
100+ 0.85% |
$4.72K - $4.87K
|
11.9K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-1.16K- 2.71% |
$54.9K - $56.7K
|
41.8K
$1.99M
|
|
|
Oct 07, 2024
Q3 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-2.91K- 4.8% |
$137K - $142K
|
57.7K
$2.75M
|
|
|
Oct 07, 2024
Q3 2024
|
Fc Advisory LLC
|
BUY
|
- |
2.21K+ 7.68% |
$104K - $108K
|
31K
$1.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
23K+ 24.37% |
$1.08M - $1.12M
|
117K
$5.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.64K+ 14.18% |
$172K - $178K
|
29.3K
$1.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-88.4K- 80.9% |
$4.17M - $4.31M
|
20.9K
$994K
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-2.42K- 28.92% |
$114K - $118K
|
5.95K
$284K
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-4.78K- 1.95% |
$226K - $233K
|
240K
$11.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.99K- 7.77% |
$377K - $389K
|
94.8K
$4.52M
|
|
|
Oct 07, 2024
Q3 2024
|
Security National Bank
|
BUY
|
- |
606+ 31.03% |
$28.6K - $29.5K
|
2.56K
$122K
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
8.29K+ 1.13% |
$391K - $404K
|
745K
$35.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-576- 77.32% |
$27.2K - $28.1K
|
169
$8.06K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-13K- 63.81% |
$614K - $635K
|
7.39K
$352K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
5+ 0.95% |
$236 - $244
|
529
$25.2K
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
830+ 0.96% |
$39.2K - $40.5K
|
87.3K
$4.16M
|
|
|
Oct 04, 2024
Q3 2024
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-13.8K- 7.9% |
$652K - $673K
|
161K
$7.68M
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-1.38K- 6.2% |
$65.2K - $67.4K
|
20.9K
$997K
|
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-48- 0.48% |
$2.26K - $2.34K
|
9.88K
$471K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.85K- 10.61% |
$87K - $89.9K
|
15.5K
$741K
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
36.9K+ 142.78% |
$1.74M - $1.8M
|
62.8K
$2.99M
|
|
| Q2 2024 | |||||||
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.46K+ 20.7% |
$68.2K - $69.1K
|
8.49K
$405K
|
|
|
Sep 06, 2024
Q2 2024
|
Cim, LLC
|
BUY
|
- |
27.1K+ 5.51% |
$1.27M - $1.29M
|
519K
$24.7M
|
|